All GLG News Analyses Filed Under: Business of Medicine
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
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Drug use in animals is important to human health.
July 22, 2009
Animal health offers growth for big pharma | www.reuters.com
Animal health offers growth for big pharma by the production of drugs and pharmaceuticals for treatment and prevention of animal diseases. Also, there is the added benefit and need for clinical and field testing of new products that have demand in treating both animal and human diseases. There are both similar and unique differences in man and animal physiology and pharmakinetics.
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Healthcare industry to double in value by 2012: KPMG India Report
July 21, 2009
Healthcare industry to double in value by 2012: KPMG- Healthcare-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com
The KPMG Report confirms what I had posted last month on GLG news!!! The Hospital sector is one of the most under stated sectors in India. There is tremendous scope for growth, if you consider the KPMG figure the Indian National Average for Hospital Beds is 0.7 / 1000 people as against 4 / 1000 internationally. This gives us some info on the under development of this sector.
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Finally some Good News from Ranbaxy !!!
July 21, 2009
Ranbaxy gets Canada's nod to market cholesterol drug | www.thehindubusinessline.com
We have not seen any good news from Ranbaxy for a long time now. Finally there is some breath of fresh air !!! This Canadian approval has the potential to add a reason sum of money to its bottom line considering the current Canadian Market size and relatively small competition.
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Glenmark Story Keeps getting better day by day!!!
July 21, 2009
The Hindu Business Line : Solane Robinson hikes stake in Glenmark to 5.31% | www.thehindubusinessline.com
Glenmark is one of the well kept secrets of Indian Pharma Sector!!! The company & its promoters are Non Controversials and Focus on the business at hand. I have been commenting on Glenmark for some time & my position keeps getting affirmed again and again by various International fund houses.
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Healthcare reform...a disater waiting to happen!
July 20, 2009
House Health Bill Would Ban New Physician-Owned Hospitals | blogs.wsj.com
By taxing small businesses and banning physician owned hiospitals is against the fundamentals of the capitalism and it will hurt the ailing economy.
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July 20, 2009
AMA Endorses House Democrats' Health Care Bill | www.businessweek.com
It turns out that AMA which new polls show that does not represent all of the medical community has become govt agent than representative of medical community. We don't trust. They have give in for the most vital issue of malpractice reforms.
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July 20, 2009
Senate Panel Advances Health-Care Overhaul | www.washingtonpost.com
In my analysis Obama healthcare plan will be a disaster without 3 basic measures eg, Malpractice reforms, taxing cigarettes, alcohol and Guns and mandating the health insurance companies to insure everybody without any distinction with fixed premiums and no deductibles..
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Lupin FDA woes far from over !!!
July 20, 2009
Lupin sees end to FDA woes in 4-5 months | www.dnaindia.com
FDA woes are far from over as cited in this article for lupin. FDA inspection process is a slow one and once trapped in it, it is difficult to get out. The figures cited are extremly optimistic. Lupin gets it's 30 - 40 % business from US & this will definately affect in bottom line in the medium term
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July 19, 2009
Mass. Panel Backs Radical Shift in Health Payment | www.nytimes.com
Why Massachusetts is moving toward Global Payments Models that make sense
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July 19, 2009
Mass. Panel Backs Radical Shift in Health Payment | www.nytimes.com
In any business, it is paramount to keep your customers content.If we change our system, who will the customer be?
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